David Grzesk is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, INC. and Global View Capital Management, LLC. Outside of his advisory role, he is a benefits advisor for Aflac, selling supplemental insurance and assisting with claims. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Tyler Quinn is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has a total of 12 years of industry experience, including prior roles at North Shore Bank and Nicholas & Company. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for around 9,800 clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical approach across multiple asset classes and offers comprehensive wealth management, financial planning, and discretionary portfolio management services.

Brian Klein is a financial advisor with Curi Capital, LLC, holding CFP® and Series 65 designations and six years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, Wealth Enhancement Group, SVA Wealth Management, Gilbert & Cook, Inc., and US Bancorp Global Fund Services. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm uses a long-term, fundamental investment approach combining proprietary strategies, third-party managers, mutual funds, and private funds.

Nolan Rehard is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise, as well as in roles outside finance including Full Service Painting and Big Blue Swim School. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, institutions, and family offices, using a long-term, fundamental investment approach with proprietary strategies and third-party managers.

Naomi Ackley is a Series 65-licensed financial advisor at Annex Wealth Management, LLC with 11 years of industry experience. She previously worked at CedarPoint Investment Advisors (now Midland Financial Advisors) for five years before joining Annex Wealth Management in 2019. Annex Wealth Management is an SEC-registered enterprise advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities. The firm employs a team-oriented investment process that combines discretionary portfolio management with a core-and-tactical framework utilizing ETFs, mutual funds, equities, fixed income, options strategies, and alternative investments.

William Matt is a financial advisor with Belpointe Asset Management LLC in Milwaukee, WI. He holds a Series 65 designation and has been with Belpointe since 2025. His prior experience includes roles at Wealth Management Solutions, LLC and Concordia University Wisconsin. Outside of his advisory work, Matt serves as a K-9 Comfort Dog Handler and Caregiver for Lutheran Church Charities at Concordia University Wisconsin. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, and corporations. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kenneth Bellinger Jr. is a CFA® charterholder with three years of industry experience. He is currently a Vice President and Fixed Income Analyst at Johnson Bank and Johnson Wealth Inc., where he has worked since 2025. Prior to this, he held roles at Annex Wealth Management, Carroll University, and Uniplan Investment Counsel. Johnson Wealth Inc. provides investment advisory and consulting services to a broad range of clients, including high-net-worth individuals, families, trusts, and institutional investors. The firm focuses on long-term, goal-driven asset allocation and manager selection, employing proprietary methodologies and offering specialized programs such as discretionary 401(k) management for airline pilots.

Michael Hug is a financial advisor with Infinity Financial Services Advisory in Brookfield, WI, holding a Series 66 designation and 20 years of industry experience. He has been with Infinity Financial Services since 2016 and Infinity Financial Services Advisory since 2020. Outside of advising, he is also an independent life insurance agent. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm provides portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes fundamental, technical, and quantitative analyses alongside the use of complex investment strategies.

Jack Laubusch is a financial advisor at Annex Wealth Management, LLC with a Series 65 credential. He has held roles at Annex Wealth Management since 2025 and previously worked at Robert W Baird and City Bar. Outside of finance, he operated Clearwater Outdoor Kayak Rental. Annex Wealth Management provides wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individuals, high-net-worth households, pension plans, charitable organizations, and government agencies. The firm employs a team-driven investment approach combining core and tactical strategies and offers multiple service models, including online and private client options.

Alex Christiansen is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital and U.S. Bank. He also spent four years at the University of Wisconsin - Oshkosh. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Kenneth Symes is a financial advisor with Annex Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Annex Wealth Management since 2014 and previously spent four years at H. Beck, Inc. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients across more than 6,700 households. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate entities with a team-oriented investment approach that incorporates a core-and-tactical framework using ETFs, mutual funds, equities, fixed income, options, and alternative investments.

Daniel Bresson is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at SCF Investment Advisors and Global View Capital Management. Bresson is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Michael Dodge is a financial advisor at Annex Wealth Management, LLC with six years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Fifth Third Bank, Fidelity Investments, MML Investors Services, and PNC Bank, as well as service in the Pennsylvania Army National Guard for eight years. Annex Wealth Management is an SEC-registered firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, pension plans, charitable organizations, and corporate entities. The firm employs a team-oriented investment process using a core-and-tactical framework with diversified strategies, and it offers integrated accounting, tax, and insurance services alongside its wealth management offerings.

Marilou Davido is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Annex Wealth Management, LLC and has worked at WFA Asset Management since 2015. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a team-oriented investment process combining ETFs, mutual funds, equities, fixed income, options, and alternative investments, and offers comprehensive wealth management, discretionary portfolio management, and goals-based online services.

Kirk Domke is a financial advisor at Calton & Associates, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 19-year tenure at Capital Financial Services, Inc. Outside of his advisory role, he is the owner and president of Domke Financial Services, a business that sells insurance and investment products. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers both fee-based and commissionable products through its dual registration as a registered investment adviser and broker-dealer, with investment recommendations tailored to client-specific goals and risk profiles.

Nicholas Enea is a CFP® professional with 32 years of industry experience, currently serving at Annex Wealth Management, LLC. He has been with Wfa Asset Management since 1994. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for nearly 9,800 clients across various segments, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a team-oriented investment process utilizing a core-and-tactical framework with a range of asset classes and offers a suite of services including comprehensive wealth management, discretionary portfolio management, and a consumer-facing online platform called Annex Ignite.

Frederick Coleman Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Annex Wealth Management, LLC since 2022. Prior to this, he worked at Robert W. Baird & Co. for seven years. Annex Wealth Management offers wealth management, financial planning, and discretionary portfolio management to a diverse client base, including individual and high-net-worth households, pension plans, charitable organizations, trusts, corporations, and government agencies. The firm utilizes a team-based investment approach with a core-and-tactical philosophy and provides multiple service models to accommodate varying client needs.

Broc Berge is a financial advisor at Johnson Wealth Inc. in Milwaukee, WI, holding Series 63 and Series 65 licenses with two years of industry experience. He is also a Vice President and Retirement Plan Services Advisor at Johnson Bank, where he has worked since 2013. Johnson Wealth Inc. provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, foundations, endowments, business and government entities, and other investment advisers, including its affiliate Johnson Bank. The firm focuses on long-term, goal-driven asset allocation and manager selection using proprietary methodologies and offers specialized services such as discretionary management for 401(k) participants like airline pilots and curated private investment options.

Troy Wagner is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. He has been with CliftonLarsonAllen since 2023. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm uses a combination of strategic asset allocation with firm-constructed model portfolios and third-party managed programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

Jeremy Gardner is a financial advisor at NorthRock Partners, LLC with 21 years of industry experience. He holds Series 66, Series 65, and Series 63 credentials and has worked at several firms, including Vantage Financial Partners, LLC, and Thrivent Advisor Network, LLC. Gardner is also involved in VF Tax Service LLC, which provides tax preparation services. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, integrating private market allocations and leveraging AI tools to support tax-aware investing and portfolio monitoring.